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Everyone has an amazing story! What could yours be…?

Our Amazing Story…

18 months ago, we started this journey to work with young professionals to find the right balance between living for today and also creating wealth for their future financial freedom. This has been an exciting journey and we’d love for you to come on board.

What’s the role? – Associate Adviser (Flexible working hours)

This is a part-time role with flexible working hours. As an Associate Adviser, you’ll be responsible for;

  • Managing key client relationships across our personal and business clients

  • Assisting Senior Advisers across a range of key Advice related activities such as client interviews, review meetings, research and strategy formulation.

  • Managing post implementation processes – proactively liaising with clients and product providers.

To be a success, you will require;

  • A positive and inquisitive attitude; ability to challenge the status quo and willingness to experiment with new ideas.

  • An ability to have an engaging conversation

  • Excellent organisational skills

  • An understanding of working in financial services

  • A degree in a related field or working towards a degree

  • ADFS (Financial Planning) 1-8

What do you get for your effort

  • We’ll reward you with an attractive remuneration package

  • Clear pathway to equity in the firm

  • Mentorship

To apply, email your amazing stories to: